John Moss is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at JTM Wealth Management, Inc. He has been with the firm since its founding in 2016. In addition to his financial advisory role, Moss is a licensed CPA who provides tax preparation and accounting services through a separate business he owns. JTM Wealth Management is an independent, single-advisor firm that primarily serves individual clients with discretionary portfolio management and financial planning. The firm utilizes a long-term, Modern Portfolio Theory–based investment approach with diversified, model-based portfolios tailored to clients’ risk tolerance and objectives.

Wesley Golby is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Seven Canyons Advisors, LLC. His prior roles include positions at Acacia Research, Ark Global Asset Management, and Fleckenstein Capital Management. Outside of his financial career, he is the managing member and sole owner of Ramshackle Properties, LLC, a hotel operating business. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds and retirement plans. The firm uses a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its global equity approaches.

Kathleen Godfrey is the sole owner of Godfrey Financial Associates, Inc. in Glenmont, NY, where she has worked since 1995. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her firm serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and financial planning services. The firm uses a national custodian platform and offers customized portfolios that include exchange-listed securities, mutual funds, ETFs, and fixed income, with both long- and short-term strategies.

Ruth Maresca is a financial advisor at Godfrey Financial Associates, Inc. with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and Key Investment Services LLC. Outside of financial advising, she serves as an alternate trustee for Demberg Farm LLC and is a licensed notary public. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary investment management and financial planning services. The firm employs a mix of fundamental, technical, charting, and cyclical analysis methods to build tailored asset allocations and monitors portfolios on an ongoing basis.

Kathleen Peer is a financial advisor at SAGE 360 Advisors LLC with 30 years of industry experience. She holds a Series 63 designation and has worked at Peer Law Firm since 2011 while also serving at Sage360 Advisors since 2007. Outside of financial advising, she is an investor in Coalbed Methane Solutions LLC, a company that develops and manufactures down-hole sensor equipment for oil and gas wells. SAGE 360 Advisors serves individual and high-net-worth clients, as well as trusts and estates, managing approximately $21 million for about two dozen households. The firm provides portfolio management and financial planning services, primarily using fundamental analysis and a variety of investment strategies, and maintains a mostly non-discretionary management approach.

Tiffany Soricelli is a financial advisor at Godfrey Financial Associates, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Virtuoso Asset Management LLC, Marshall & Sterling Wealth Advisors, LPL Financial LLC, and Northwestern Mutual. Outside of her advisory role, she owns Virtuoso Advising for Artists, a career coaching business for singers, musicians, and creatives. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers discretionary investment management and financial planning, using a blend of fundamental, technical, charting, and cyclical analysis to build tailored asset allocations.

David Jeram Jr. is a Series 65-credentialed advisor with Dutch Asset Corporation, bringing less than one year of industry experience. Prior to joining Dutch Asset Corporation, he worked at The Hertz Corporation and The Nielsen Corporation. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and security selection.

Cullen Breen is a CFP® with 14 years of industry experience, currently serving as an advisor at Dutch Asset Corporation. He has worked at Dutch Asset Corporation since 2014 and is also involved with StackHabit LLC. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, use of derivatives and margin, and may allocate assets through third-party managers or separately managed accounts.

Tyler Rapp is a financial advisor at Dutch Asset Corporation with four years of industry experience. He holds a Series 66 designation and has previously worked at Broadway Advisor Group, LPL Financial, and Sgroi Wealth Management. Outside of advising, he is involved as a semi-professional car racer. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including the use of derivatives and margin, and offers both discretionary and non-discretionary management with individualized Investment Policy Statements.

Gary Barkman is a CFP® with 41 years of industry experience. He is currently with Dutch Asset Corporation and has previously worked at Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, Inc., and Linsco/Private Ledger Corp. Barkman is also licensed as an insurance agent. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental and technical analysis along with modern portfolio theory, offering both discretionary and non-discretionary management that may include options, margin, and allocations to third-party managers.

Richard Oxford is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Dutch Asset Corporation since 2015. Outside of his advisory role, he serves as a board member and holds a 10% ownership stake in Dunlap Stone University, a small private online university. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, options and margin use, and allocates assets through third-party managers or separately managed accounts.

John Dady is a financial advisor at Sovereign Financial Group, Inc. in Hudson, NY, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Sovereign Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on long-term investment strategies using low-cost diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and also offers discretionary portfolio management, financial planning, and cash-management solutions.

James Carroll is a financial advisor at Geneos Wealth Management, Inc. in Selkirk, NY, holding the ChFC® and Series 63 designations with 43 years of industry experience. He has been affiliated with Geneos Wealth Management since 2006 and has worked as James R. Carroll, CLU, CHFC, IAR since 2012. In addition to his advisory role, he acts as an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a combination of continuous account monitoring, discretionary trading, and a range of analytic strategies, with customizable portfolios and access to third-party money managers.

Timothy Bartholomew is an advisor with OSAIC Institutions, Inc., holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. He has worked at Infinex Investments, Inc. since 2016 and Bank of Greene County since 2000. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer model.

Philip Stire is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2008. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices with non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and conducting regular product due diligence and supervisory oversight.

Jeffrey Hannett is a financial advisor at Key Investment Services LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current tenure at Key Investment Services, Hannett worked at KeyBank. He is also a financial education instructor at Kaplan North America, where he teaches and develops curriculum related to financial planning and investment industry designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in selecting investment models and provides ongoing monitoring and due diligence of third-party advisory products.

Michael Margarites is a CFP® professional with 39 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003 and is currently affiliated with Oppenheimer. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

Lauren Healey is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS and Merrill prior to her current role. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

James Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ryan Hussey is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Next Financial Group Inc for 12 years. Hussey also maintains a non-variable insurance business activity related to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources.

Scott Levine is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016, including time with its predecessor, AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

George Telles is a financial advisor with LPL Financial in Windham, NY, holding a Series 63 designation and bringing 38 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp., for 35 years. Outside of his advisory role, he operates a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers diverse advisory programs, financial planning services, and access to model portfolios and third-party research.

Peter Hussey is a CFP® with 44 years of industry experience, currently serving as an advisor at LPL Financial since 2025. He spent 22 years with Next Financial Group, Inc. Prior to his advisory career, he has been involved in non-variable insurance activities since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Jodi Hills is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is involved in construction management through Hills Construction Management, Inc., and serves as a Notary Public in New York State. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alexandra Madsen is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018. Prior to her current role, she was involved with Columbia County Habitat for Humanity and had experience in design and retail. Alexandra is also a commissioned notary public in Hudson, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.